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Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kraig Kerr, Michael LarleeD.A. Davidson & Co.Bank of America Merrill Lynch$35004-30-2015
John GroseLPL FinancialCharles Schwab$30004-27-2015
Marcos Andujar, Kristopher Beaulieu, Neil Van ZandtSecurities AmericaWFG Investments$12004-27-2015
Lewis 'Bud' Wentz, Tim Porter, Luke Vincer, Matt NorrisRaymond JamesWestminster Financial Securities$31704-27-2015
Frank Del BustoLPL FinancialTIAA-CREF$95004-24-2015
Greg Weimer, Jim Wilding, Kurt KimmichRaymond JamesWells Fargo Advisors Financial Network$70004-24-2015
David FlandersAmeriprise FinancialWells Fargo Advisors$5404-24-2015
Andrew C. OberUBS Financial ServicesBank of America Merrill Lynch$16004-22-2015
Chip HutchisonIndependent Advisor AllianceInvest Financial$9004-21-2015
Todd CurryIndependent Advisor AllianceLincoln Financial$6504-20-2015
Carol NulmanHightower AdvisorsOppenheimer$50004-17-2015
Mark Cross, John Caldwell, Jason NortonLPL FinancialWells Fargo Advisors$15004-17-2015
Johnny Lang, Michael TaylorLPL FinancialMorgan Stanley Wealth Management$35004-17-2015
D. Paterson CopeProspera Financial ServicesRaymond James$6004-17-2015
Mitchell Rask, Christopher Rask, Jane MillerWells Fargo AdvisorsMorgan Stanley Wealth Management$24404-17-2015
Mark Cross, Chris Caldwell, Jason NortonIntegrated Financial GroupWells Fargo Advisors$9104-16-2015
Steven M. PolkWells Fargo AdvisorsEdward Jones$10604-16-2015
Michael Blaustein, Maureen ClancyWells Fargo AdvisorsBarclays$65004-16-2015
Brian Friday, Richard Bondi, Jr., Eric GregoryRBC Wealth ManagementMorgan Stanley Wealth Management$25804-16-2015
Shannon Bennett, Vicki GrayRaymond JamesMorgan Stanley Wealth Management$14004-14-2015
Shawn J. GoldBank of America Merrill LynchJPMorgan Chase & Co.$42504-14-2015
G. Carey RevelsWells Fargo AdvisorsMorgan Stanley Wealth Management$10804-14-2015
John M. GregoryProspera Financial ServicesCitigroup$5004-13-2015
Stephen LawandalesFSC SecuritiesSII Investments$14004-10-2015
Victor M. Fiano, Lori RuffnerWells Fargo AdvisorsMorgan Stanley Wealth Management$18504-10-2015
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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.